+87.0%
AMZN vs IONQ
+172.7%
-85.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.4% | +6.1% | +0.3% |
| 7D | +2.8% | -11.5% | +14.3% | +3.9% |
| 30D | +5.0% | -8.1% | +13.0% | +5.3% |
| 3M | +0.6% | -35.8% | +36.4% | +3.8% |
| 6M | -1.3% | -47.7% | +46.5% | +2.9% |
| YTD | +15.5% | -35.6% | +51.2% | +16.5% |
| 1Y | +12.2% | -36.4% | +48.6% | +12.6% |
| 3Y | +87.0% | +150.0% | -63.0% | +43.8% |
| All | +87.0% | +172.7% | -85.7% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IONQ.
Daily Out/Under-Performance
Portfolio return minus IONQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IONQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling